EFFICIENT CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$89M

Accounts

13

Employees

29

Advisory reps

9

Firm details

Headquarters: WARRENVILLE, Illinois
CRD number: 287958
Registered since: October 5, 2017
Website: www.efficient.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles84.5%
Investment Companies15.5%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Efficient Capital Management LLC is an SEC-registered hedge fund organized as an LLC and established in 2017. The firm targets institutional clientele and conducts business as a commodity pool operator / commodity trading advisor (CPO/CTA). Its advisory mandate includes portfolio management for registered investment companies and pooled investment vehicles, and its compensation model combines a percentage-of-assets fee with performance-based fees (plus other fee elements). The firm identifies itself as an active ESG investor. Ownership is recorded as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 5

CHAD MARTINSON
Managing Director, Co-Chief Investment OfficerCRD 5070363
MARAT MOLYBOGA
Chief Risk Officer & Director of ResearchCRD 7086212
ERNEST JAFFARIAN
Chief Executive Officer & Co-CIOCRD 2013844

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Contacts

3 of 4

Vinod Mathew
Director, Fund AdministrationCRD 7887735
MILTON BUCKINGHAM
General CounselCRD 6044744
CURTIS BRADSHAW
Managing DirectorCRD 4335340

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WARRENVILLE, IL

DU PAGE

Location

WARRENVILLE, IL

Headquartered in WARRENVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: DU PAGE
Address: 4355 Weaver Pkwy
Time zone: CT (UTC-6)
Office locations

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